Robert Angelo Mazzocco
Investment adviser representative at Leclair Wealth Partners
10 yearsExperience
1 stateRegistered in
$363MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Gt Securities, Inc.Feb 2026 to now
- Leclair Wealth PartnersJan 2026 to now
- Leclair Capital Partners, LLCNov 2024 to now
- Arch Cape Company, LLCJun 2024 to now
- Infra Build Holdings, LLCOct 2023 to Jul 2024
- Unison US Opco, LLCJul 2023 to Aug 2023
- Smc Management, LLCMay 2021 to Jun 2023
- Whitehall & Company LLCApr 2019 to May 2021
- Manhattan Venture PartnersSep 2018 to Dec 2018
- Fordham UniversityAug 2018 to Dec 2020
- Wells FargoJun 2018 to Aug 2018
- Portland State UniversitySep 2017 to Jun 2018
- Gnc Inc.May 2017 to Aug 2017
- College of the RedwoodsAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Leclair Wealth Partners
Legal name: Leclair Wealth Partners LLC
$363MAssets managed
152Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7322995
- Firm CRD
- 332827